The export ban decreases world supply of Nickel.
https://m.marketscreener.com/news/latest/Indonesia-considers-export-tax-for-products-with-less-than-70-nickel-content--36450436/
Great news for BSX.
This is also already de-risked by BSX if Vietnam was to decide to do the same, BSX will be processing in country and avoid export taxes anyway.
Solid Business plan, as said in roadshow interview with Scotty, buy ‘cheap and sell high’
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